Advisor at Hevel Capital, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Hevel Capital, LLC
Location
San Diego, CA
Credentials
CFP®, CFA®, Series 66
Industry experience
7 years
Matthew Kopsky is a CFP® and CFA® with six years of industry experience. He is the principal advisor at Hevel Capital, LLC, an independent advisory firm based in San Diego, CA. Prior to founding Hevel Capital, he worked at Edward Jones for five years and serves as Vice President at Realty Income, a publicly traded REIT. Hevel Capital provides discretionary asset management and financial planning services to individual and institutional clients, employing a blend of active and passive investment strategies including ETFs, enhanced-index products, and direct indexing. The firm manages approximately $1.75 million for a small client base and retains the authority to delegate portfolio management to sub-advisors.
Based on Hevel Capital, LLC
Based on Hevel Capital, LLC
$0 - $1,000,000: 0.85% annually $1,000,000.01 - $2,000,000: 0.75% annually $2,000,000.01 - $3,000,000: 0.65% annually $3,000,000.01 - $5,000,000: 0.50% annually $5,000,000.01+: 0.25% annually
Minimum fee: Minimum quarterly fee of $750, which may be waived in part or in full. Fee-only: Financial planning and consulting services are provided complimentary to all clients and prospective clients.
San Diego, CA
California
Hevel Capital, LLC
2024 - Present (2 years)
Hevel Capital, LLC
2024 - Present (2 years)
Realty Income
2018 - Present (8 years)
Edward Jones
2013 - 2018 (5 years)
Edward Jones
2013 - 2018 (5 years)
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Trust company
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Fund sponsor
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
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Other specialized services
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Verified by Warmer
Series 7, Series 66
La Mesa, CA
OSAIC
Grant Knox has been a Financial Advisor since 1994 and holds the following registrations and licenses: General Securities, California Life and Health Insurance, and California Real Estate and Mortgage Lending. A Southern California native, Grant excels at strategies for financial health and wealth that are attainable and effective. He is passionate about helping others achieve financial success and exceed their goals. He is a certified Kingdom Advisor, able to offer counsel on the integration of a Biblical worldview into financial practices. He holds the Certified Plan Fiduciary Designation (CPFA), designating expertise in company retirement plans. He holds a Bachelors degree from Evangel University and a D.Min. from Summit Bible College. Grant lives in La Mesa with his wife, Nicole and their son Noah. He loves to travel, active in his church, is a voracious reader and an avid soccer fan, having played on and managed recreational soccer teams for over 30 years.
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